Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: Tom Warren who wrote (19922)	5/11/1999 2:35:00 PM
From: MulhollandDrive	Read Replies (1) of 93625

Tom, Thanks for posting your analysis of the various FUD streams. I found the first group most interesting and wonder how todays Toshiba/NEC announcement of the die shrink will effect them. This is from the release: For its part, Toshiba has a strong incentive to become a leading supplier of Direct RDRAMs. Aside from aiming to fulfill pent-up demand generated by PC OEMs, the company is involved in a joint design and manufacturing agreement for key processors that will be used in Sony Corp.'s next-generation Playstation, which will use Direct Rambus DRAMs."Toshiba has already got a good user — Sony," IDC Japan's Minamikawa said. Minamikawa said demand for Direct RDRAMs will be driven primarily by PCs and the Playstation 2, which is expected to hit store shelves in Japan by the end of the year. The new DRAM technology received a setback earlier this year, however, when Intel decided to delay the introduction of the Camino chip set, the analyst said. That has opened up opportunities for faster DRAMs based on SDRAM technology, he said. Thanks again for the most interesting post. Maybe we should take up a collection for the priesthood<vbg> bp

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